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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-12-04 |
| IL | RA | APPROVED | 2019-11-22 |
| IN | RA | APPROVED | 2018-12-17 |
Branch Locations
8001 Broadway Suite 402, Merrillville, IN 46410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merrillville | IN | 06/2016 | 03/2017 |
| Bank Of America, N.A. | Merrillville | IN | 07/2016 | 03/2017 |
| Unemployed | Unemployed | 03/2017 | 06/2017 | |
| Structured Realty Group, Llc. | Carmel | IN | 06/2017 | Present |
| Valic Financial Advisors, Inc. | Carmel | IN | 12/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-09 |
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